-41.5%
FIS vs AHR
+26.4%
-67.9%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.1% |
| 7D | -7.9% | -2.1% | -5.8% | -8.1% |
| 30D | -8.0% | +1.9% | -9.8% | -7.8% |
| 3M | +0.6% | +15.7% | -15.1% | +3.9% |
| 6M | -22.2% | +2.5% | -24.7% | -21.4% |
| YTD | -40.8% | +15.0% | -55.8% | -38.9% |
| 1Y | -41.5% | +28.1% | -69.6% | -39.5% |
| All | -41.5% | +26.4% | -67.9% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling